Our client criteria is the result of years of experience and a track record of customer satisfaction.
Location: Engagement must be located within the Metro NYC or lower New England area.
Going Concern: The business is neither in, nor about to be in, bankruptcy proceedings.
Revenue: Annual revenues between $5M to $20M unless a startup.
Startups: Only late stage start-ups seeking Series A funding of $1M+.
Systems: Functioning general ledger system with professional support.
How We Work
Free Assessment: CBV will perform a FREE onsite assessment which delivers immediate value.
Alignment: We only engage with clients we know we can help.
Contract: CBV works with a standard written contract on a retained basis.
Confidentiality: CBV is willing to sign appropriate confidentiality agreement.
Protected: CBV carries general liability insurance.
Satisfaction: We like what we do and our success is built on referrals.
Previous Client Engagements
Below is a list of previous clients by practice, industry and type of engagement.
Business Development & Planning
Financial Services: Investor presentation for Start-up seeking $2MM in financing
Software: Strategic assessment for a $5M specialty software developer planning a roll-up strategy.
Consumer Products: Business plan and investor material in support of $1M capital raise.
Financial Services: Strategic assessment for $6MM consumer credit business impacted by new regulations.
Financial Services: Business plan for $3MM consumer warranty business and analysis for optimal capital structure.
Consumer Electronics: Strategic assessment, business plan and investor material for $1MM online security company.
Commercial Training: Transaction closing $500K financing facility with state agency.
Manufacturing: Transaction support for divisional spin-out and transition of investor relations function.
Educational Services: Permanent part-time CFO for $6M+ educational services company
Non-Profit: Interim CFO with overhaul of finance function and a $1.8MM real estate purchase and financing.
Financial Services: Transaction closing engagement in support of FINRA related litigation for regional brokerage firm.
Software: Transaction closing assignment for software business valuation in support of bankruptcy proceedings.